the top-level design of the 3.0 version of high-quality development of the insurance industry has been released; my country will promote the development of mobile internet of things to "intelligent connection of all things" | tomorrow's theme preview
2024-09-12
한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina
① my country will promote the development of mobile internet of things to "intelligent connection of all things", and fields such as intelligent connected vehicles are expected to benefit first
the ministry of industry and information technology recently issued the "notice on promoting the development of mobile internet of things' "intelligent connection of everything"" to accelerate the development of mobile internet of things from "internet of everything" to "intelligent connection of everything".
the notice proposes that by the end of 2027, the number of mobile iot terminal connections will exceed 3.6 billion, of which 4g/5g iot terminal connections will account for 95%; a number of application areas with hundreds of millions of connections will be cultivated, and a number of application areas with tens of millions of connections will be created;
in terms of the prosperous development of the industrial ecosystem, we will support the construction of more than five mobile internet of things industry clusters across the country, create more than 10 mobile internet of things industry demonstration bases, and formulate no less than 30 mobile internet of things standards.
the notice also mentioned that basic telecommunications companies should deepen cooperation with automobile, medical, home appliance and other companies, promote the application of mobile internet of things in intelligent networked vehicles, medical health, smart homes and other fields, and promote more convenient and comfortable life for the people. in the field of intelligent networked vehicles, promote the application in scenarios such as driving monitoring and automatic driving, realize functions such as information exchange and sharing, complex environment perception, intelligent decision-making and collaborative control, and encourage innovation in 5g redcap vehicle applications. in the field of smart medical health, expand the intelligent application in terminal equipment such as blood pressure monitors, blood glucose meters, and wearables, carry out innovation in smart medical health equipment and applications, and improve the level of health management and health data analysis capabilities. in the field of smart homes, promote the integrated application in intelligent terminals such as lighting control, door locks, robots, and security monitoring, and enhance the intelligent service capabilities of all home scenarios.
② the top-level design of the 3.0 version of high-quality development of the insurance industry has been released, and institutions are optimistic about the long-term allocation value of the industry
version 3.0 of the high-quality development document for the insurance industry was released. on september 11, the state council issued the “several opinions on strengthening supervision, preventing risks and promoting the high-quality development of the insurance industry”.
the opinions emphasize that it is necessary to strictly control the access to the insurance market, strictly supervise insurance institutions, strictly rectify illegal and irregular insurance behaviors, and effectively prevent and resolve risks in the insurance industry in an orderly manner. it is necessary to enrich the forms of catastrophe insurance protection, actively develop the third pillar of pension insurance, expand the coverage of health insurance, improve the inclusive insurance system, and improve the level of insurance industry services for people's livelihood security. it is necessary to focus on major national strategies and key areas, serve scientific and technological innovation and the construction of a modern industrial system, give play to the advantages of long-term investment of insurance funds, and improve the quality and efficiency of insurance industry services for the real economy. it is necessary to continue to improve the insurance market system, continue to deepen reforms in key areas of the insurance industry, and continue to promote high-level opening up. it is necessary to improve the accuracy of product pricing, improve the level of digitalization, and enhance the sustainable development capabilities of the insurance industry. it is necessary to improve the central-local coordination mechanism, deepen inter-ministerial coordination and linkage, and strengthen policy coordination to promote high-quality development of the insurance industry.
ping an securities pointed out that the new life insurance policies and nbv of major a-share listed insurance companies will achieve a significant increase in the first half of 2024. insurance stocks have a high dividend rate, and the trend of improvement in liabilities is expected to continue throughout 2024. the current industry valuation and holdings are still at the bottom, and the long-term allocation value of the industry is optimistic.
③ the utilization rate of domestic large reserves improved significantly in the first half of the year, and the utilization rate is expected to continue to improve in the future
recently, the china electricity council released the "statistical data of the electrochemical energy storage power station industry in the first half of 2024". the installed capacity of domestic electrochemical energy storage has grown steadily, and the average utilization rate has increased. by the end of june 2024, a total of 1,100 electrochemical energy storage power stations with a total installed capacity of 35.4gw/75.1gwh have been put into operation in china. in the first half of the year, the operation of domestic electrochemical energy storage has improved compared with the first half of 2023. the average daily equivalent charge and discharge times increased from 0.58 times to 0.63 times (equivalent to a complete charge and discharge every 1.6 days), and the average utilization index increased from 34% to 42%.
ping an securities said that since the beginning of the year, the construction of the domestic power market has continued to explore, and there have been new progress at both the policy and market levels. in the first half of the year, the country issued a new version of the "basic rules for the operation of the power market", which included "capacity trading" in the scope of power trading, and promoted the reasonable pricing of the capacity value of flexible resources such as energy storage; in june and september, the power spot markets in shandong province and gansu province were officially put into operation, which is expected to provide a new source of income for domestic large reserves. the utilization rate of domestic large reserves is expected to continue to improve, gradually get rid of the "involution" situation of low price and low quality under low utilization rate, and achieve healthy development.
(this article comes from china business network)
